-57.9%
NCLH vs BIL
+25.2%
-83.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -4.6% | +0.1% | -4.7% | -4.6% |
| 30D | -19.9% | +0.3% | -20.2% | -19.8% |
| 3M | -22.0% | +0.9% | -22.9% | -21.5% |
| 6M | -28.3% | +1.8% | -30.1% | -27.7% |
| YTD | -33.5% | +2.5% | -35.9% | -33.1% |
| 1Y | -41.5% | +3.7% | -45.1% | -41.2% |
| 3Y | -8.9% | +14.1% | -23.0% | -18.1% |
| 5Y | -40.5% | +19.4% | -59.9% | -54.6% |
| All | -57.9% | +25.2% | -83.1% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BIL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling